Our Firm

Scheffel Financial Services, Inc. is a wealth management firm that has been serving individuals, families, and business owners since 2001. We value our team approach and believe our diverse experiences and specialties benefit our clients with the advice and service they receive.

Whether we are helping young professionals build their portfolios or assisting business owners with their succession strategies, our goal is to work with our clients for the long-term, offering objective advice and objective recommendations.

Sign up for my Newsletter

As Principal of Scheffel Financial Services, Jeff serves as an important resource for our clients. Jeff's passion is helping people pursue the financial independence they work towards their entire lives.

As Operations Manager, Lisa focuses on managing the Scheffel Financial office and overseeing client relations. Lisa assists in making sure her team communicates effectively with all clientele.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.